Joel David McNatt JR - Aug 7, 2024 Form 4 Insider Report for AssetMark Financial Holdings, Inc. (AMK)

Role
EVP, Investment Solutions
Signature
/s/ Celeste Angelich, as Attorney-in-Fact, for Joel David McNatt Jr.
Stock symbol
AMK
Transactions as of
Aug 7, 2024
Transactions value $
$0
Form type
4
Date filed
8/7/2024, 07:06 PM
Previous filing
Jul 29, 2024
Next filing
Sep 6, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction AMK Common Stock Gift $0 -14K -32.83% $0.00 28.6K Aug 7, 2024 Direct F1
holding AMK Common Stock 6.86K Aug 7, 2024 By Roberts McNatt Living Trust F2
holding AMK Common Stock 2.08K Aug 7, 2024 By Child F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents a donation to the Roberts McNatt Family Charitable Account.
F2 Shares held by the Roberts McNatt Living Trust dated December 6, 2018.
F3 The Reporting Person disclaims beneficial ownership of the shares held by his minor children in their custodial account except to the extent of his pecuniary interest therein, and this Report should not be deemed an admission that the Reporting Person is the beneficial owner of the shares for purposes of Section 16 or any other purpose.

Remarks:

The Reporting Person did not sell any of the shares reported on this Form 4.